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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,607 | $101,499-72.8% | $147,005-81.2% | $74,546-63.0% |
| Participation rate | 82.1% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.9pp |
| Annual return | -3.40% | 8732.34%-8735.7pp | 418.76%-422.2pp | 1366.03%-1369.4pp |
| Employer contribution / active EE | $2,114 | $3,811-44.5% | $4,934-57.2% | $2,624-19.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |